《大行》花旗:中央政策支持成香港地產股關鍵催化劑 首選太地(01972.HK)領展(00823.HK)
花旗發表研究報告指,中央鼓勵A股企業來港上市、互聯互通擴容等支持政策,將鞏固香港金融中心地位,並吸引資金流入,預料可成為香港地產股關鍵催化劑。隨中國債券收益率下行及5月公募基金考核改革,該行預計可提供較高股息回報的股份及指數成分股將受南下資金青睞,首選太古地產(01972.HK)、置地公司及領展(00823.HK),均予「買入」評級。
花旗預期,本港住宅市場已接近見底,供應過剩的情況正在緩解,但目前難言行業盈利何時可回升,預計2027年起市場淨吸納量將轉正,落成量降至1.8萬至1.9萬伙,對比2024年為2.4萬伙,而需求端將繼續受到分支家庭增加及人才來港等因素所支持。
該行又提醒,恆地(00012.HK)宣布發行可換股債,或導致股價在短期內面臨回調壓力,仍給予「買入」評級,目標價25.6元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.